July 19, 2021
A week ago, it was a fear of inflation. Now it’s fear of deflation and another lockdown. The “reopening” stocks are getting clobbered, and money is flowing into “safe” assets like Treasuries. We talked...
July 12, 2021
$1.35 trillion. In today’s world of stimulus packages, even this number has not been relegated to irrelevancy. It’s big. So you may wonder, “What does it represent?” According to recent research by Captialize,...
July 06, 2021
Seems like every time you turn around, there is a story about how investors are worried and nervous. Worried that valuations are too high and the market is ready to fall, and therefore don’t know what to do with long-term savings...
